right now. but it's vital that you don't keep all your eggs in one basket no matter what. and that's why we play, "am i diversified." this is where you call me, tell me your top five holdings, and i tell you if your portfolio is diversified enough. let's start with a tweet from @dirkfall, who writes my from 90 to 120 list, berkshire hathaway, vmware, celgene, caterpillar, deere, would i be diversified? let's go to work here. berkshire itself is a diversified company. caterpillar, machinery. vm ware, software. deere, machinery, okay, come back, celgene, drugs, yes, we're going to have to get rid of deere if we keep c.a.t., it's too similar, they do tend to trade together. why don't we be in a tech? let's be in qualcomm, just reported a great number, should satisfy everybody.